Depending on your goal with your AI Cold Outreach, you might want to generate new meetings for your Sales team.
Therefore, a meeting booking link needs to be in place that can be linked to the AI Cold Outreach for prospects to book a meeting easily.
Please set up such a meeting booking link.
Most CRM systems offer this function. Otherwise, you can also use Calendly, which is well known in Germany.
Usually, there are three different use cases that you should think about:
Direct meeting booking with one Sales Representative
If you want the prospect to book the meetings directly with one Sales Representative, you can easily set up the meeting booking link, which is linked to the Sales Representative's calendar.
As soon as a meeting gets booked, the Sales Reps receives the meeting appointment.
💡 Please make sure that there are free availabilities in the calendar.
Random meeting booking within a team
If you want to share the booked meetings within a team in a random order, you can set up the meeting link as "Round Robin" and assign the members of the team to it.
As soon as a meeting is booked, Sales Representative A is picked. Next time a meeting is booked, Sales Representative B is picked and so on.
Allocation according to regional responsibilities
If you work with one sender email address, but you want the booked meetings to be allocated according to the regional responsibilities, it's best practice to internally assign those meetings. You know best which colleague needs to take which meeting.
💡 To be able to assign it based on regions, please make sure to ask the city or ZIP code in the meeting booking link.